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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,940 | $180,749-22.6% | $160,784-13.0% | $137,256+2.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 8.73% | 2234.46%-2225.7pp | 1803.92%-1795.2pp | 220.34%-211.6pp |
| Employer contribution / active EE | $13,000 | $4,155+212.9% | $3,733+248.3% | $4,156+212.8% |
| Participant deferral / active EE | $9,600 | $6,844+40.3% | $6,293+52.6% | $6,407+49.8% |
| Admin fee / account holder | $84 | $10,397-99.2% | $9,717-99.1% | $12,270-99.3% |